FORTALEZA ASSET Overview
Fortaleza Asset Management Inc/ is an investment advisor that manages 186.2 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 12MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/31/18. The fund's latest filing disclosed 12MM in positions, representing 7% of the manager's regulatory AUM.
FORTALEZA ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORTALEZA ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
FORTALEZA ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Margarita Perez | President/Ceo, Chief Investment Officer & Portfolio Manager | June-1990 |
| Timothy Hurlburt | Vice President & Portfolio Manager | May-2010 |
| Christina I. Perez | Vice President & Portfolio Manager | January-2012 |
| Sidney G. Wigfall | Chief Compliance Officer | April-2015 |
FORTALEZA ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FORTALEZA ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Fortaleza has four investment strategies - Small, Mid, Large, and All capitalization growth equities. Our investment objective is to achieve an above-average long term return in comparison to an appropriate index as indicated or agreed upon with client. This is accomplished primarily by investing in quality growth stocks with a combination of good value characteristics and above average earnings growth rates. All of our portfolios are subject to risk inherent to the equity markets such as price volatility, geopolitical risk, deterioration of economic environment, regulatory changes, and industry related as well as company specific issues. Securities are analyzed based on fundamental, quantitative, and qualitative criteria, such as balance sheet strength, revenue and earnings growth, and depth of management teams.
ITEM 9 – ...
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Fortaleza has four investment strategies - Small, Mid, Large, and All capitalization growth equities. Our investment objective is to achieve an above-average long term return in comparison to an appropriate index as indicated or agreed upon with client. This is accomplished primarily by investing in quality growth stocks with a combination of good value characteristics and above average earnings growth rates. All of our portfolios are subject to risk inherent to the equity markets such as price volatility, geopolitical risk, deterioration of economic environment, regulatory changes, and industry related as well as company specific issues. Securities are analyzed based on fundamental, quantitative, and qualitative criteria, such as balance sheet strength, revenue and earnings growth, and depth of management teams.
ITEM 9 – ...
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FORTALEZA ASSET Portfolio Concentration
FORTALEZA ASSET Location
30 NORTH LASALLE STREET
SUITE 1526
CHICAGO, Illinois
UNITED STATES, 60602
SUITE 1526
CHICAGO, Illinois
UNITED STATES, 60602
FORTALEZA ASSET Contact Information
Phone Number: 312-621-6111
Fax Number: 312-621-6112
Website: http://www.fortalezaasset.com
Fax Number: 312-621-6112
Website: http://www.fortalezaasset.com
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